Sheena Morrow
@sheenamorrow
Detail-oriented financial analyst specializing in modeling, forecasting, and compliant, data-driven banking decisions.
What I'm looking for
I’m a detail-oriented Financial Analyst with 5+ years of experience in financial modeling, banking operations support, risk assessment, and data-driven decision-making. I enhance financial reporting efficiency, improve forecasting accuracy, and uphold strong regulatory and compliance standards.
In my current role, I develop financial models, trend analyses, and executive-level financial reports that support strategic decisions. I create and maintain performance dashboards for senior leadership to monitor KPIs and operational efficiency, and I collaborate cross-functionally to implement cost-saving and process improvement initiatives.
I also manage Accounts Payable, invoice processing, vendor communications, and month-end financial reconciliations, while conducting variance analysis, cash flow reviews, and KPI tracking for operational leadership. Previously, as a Manager & Certified Tax Professional, I prepared individual and business tax returns with IRS compliance, delivered strategic tax planning and financial advisory services, and used budgeting, forecasting, and investment strategy guidance—along with market research and financial risk assessments—to support client decisions. I bring a strong foundation in AP/AR, reconciliations, financial reviews, ERP systems, and GAAP-aligned work, and I’m seeking a finance role within a banking institution to leverage my analytical skills, compliance knowledge, and customer-focused expertise.
Experience
Work history, roles, and key accomplishments
Financial Analyst
Wolverine Assemblies
Jun 2023 - Present (2 years 11 months)
Develop financial models, trend analyses, and executive reporting to support strategic decisions. Build KPI dashboards, conduct variance/cash flow analysis, manage AP and reconciliations, and ensure internal control, audit, and regulatory compliance.
Tax & Finance Manager
MG Tax Service
Jan 2018 - Present (8 years 4 months)
Prepare individual and business tax returns with accuracy and IRS compliance while delivering tax planning and financial advisory to improve client outcomes. Support client budgeting, forecasting, investment strategy guidance, and financial risk assessments, and maintain improved record-keeping systems.
Education
Degrees, certifications, and relevant coursework
Baker University
Bachelor of Business Administration, Finance
Grade: Cum laude
Earned a Bachelor of Business Administration with a concentration in Finance from Baker University (Cum Laude).
University of Michigan
Associate of Business Administration, Business Administration
Earned an Associate of Business Administration from the University of Michigan.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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